Artificial intelligence will drive an unprecedented natural-gas deficit, this investor warns. Here are the stocks to buy before the crunch.

Matthew Smith from Chronometer Partners is sounding the alarm about an impending natural-gas shortage driven by advancements in artificial intelligence. He warns that markets and investors are ill-prepared for this deficit, which could disrupt energy supply chains and impact everything from heating to manufacturing. Smith suggests that proactive investors might want to consider specific stocks that could benefit from the ensuing shift in the energy landscape. This insight underscores the potential for significant market shifts as AI reshapes traditional energy sectors.